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Invesco Bloomberg MVP Multi-factor ETF

41 hedge funds and large institutions have $14.8M invested in Invesco Bloomberg MVP Multi-factor ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

3% more funds holding

Funds holding: 4041 (+1)

8.8% less ownership

Funds ownership: 58.33%49.53% (-8.8%)

18% less capital invested

Capital invested by funds: $18.2M → $14.8M (-$3.34M)

73% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 11

Holders
41
Holders Change
+1
Holders Change %
+2.5%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
3
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ME
26
McIlrath & Eck
Washington
$27.2K
NSIM
27
North Star Investment Management
Illinois
$22.1K
Fidelity Investments
28
Fidelity Investments
Massachusetts
$18.4K
RA
29
Rise Advisors
New York
$14K
JFA
30
JNBA Financial Advisors
Minnesota
$12K
GRP
31
Global Retirement Partners
California
$11.6K +$5.64K +156 +95%
WWP
32
WR Wealth Planners
Missouri
$11.5K +$11.3K +312 New
ASN
33
Advisory Services Network
Georgia
$11.4K
AA
34
Addison Advisors
Vermont
$11K +$10.8K +300 New
CIAS
35
Capital Investment Advisory Services
North Carolina
$11K
PTC
36
Private Trust Company
Ohio
$11K
PA
37
PSI Advisors
Florida
$10.2K
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$7.73K
KM
39
Kalos Management
Georgia
$2.65K
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$472 -$2.93K -81 -0.6%
SIC
41
Salem Investment Counselors
North Carolina
$111
Ameriprise
42
Ameriprise
Minnesota
-$923K -26,646 Closed
BWP
43
Balboa Wealth Partners
Arizona
-$426K -12,300 Closed
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
-$32K -948 Closed
NA
45
NewEdge Advisors
Louisiana
-$26.4K -762 Closed
MCC
46
Money Concepts Capital
Florida
-$10.5K -303 Closed

BMVP Hedge Fund Activity: Q1 2023 in Review

41 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg MVP Multi-factor ETF (BMVP) for Q1 2023, worth a combined $14.8M — down 18% from $18.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BMVP positions and 5 closed out — a net gain of 1 holder — while 3 added to existing stakes and 11 trimmed.

The largest buyer was Hamilton Point Investment Advisors, opening a new position worth an estimated $354K. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $2.31M.

  • 41 institutional investors held Invesco Bloomberg MVP Multi-factor ETF (BMVP) as of Q1 2023, up from 40 in Q4 2022.
  • Funds reported $14.8M of Invesco Bloomberg MVP Multi-factor ETF stock for Q1 2023, down 18% quarter-over-quarter.
  • 6 funds opened new Invesco Bloomberg MVP Multi-factor ETF positions in Q1 2023 and 5 closed out, a net change of +1 holder.
  • The largest Invesco Bloomberg MVP Multi-factor ETF buyer in Q1 2023 was Hamilton Point Investment Advisors, an estimated $354K added.
  • The largest Invesco Bloomberg MVP Multi-factor ETF seller in Q1 2023 was Cambridge Investment Research Advisors, an estimated $2.31M sold.

Based on aggregated 13F filings for Q1 2023.